Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 137.6%, outperforming the market by 0.6% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 6.2% S&P 500: 6.2%
Year To Date: -3.7% S&P 500: -1.5%
Beta: 1.15 Accuracy: 57.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SMCI 4/6/2018 6.04%
AGM 4/6/2018 4.45%
DFS 4/6/2018 3.64%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
AFSI 93.87%
BBD 91.24%
SPRD 78.73%
** 76.71%
STT 75.82%